The Director of Finance is responsible for the financial health of the family office and strategic financial planning. This role provides financial leadership by improving and overseeing all accounting and treasury functions, managing budgets, as well as wealth and risk management.
Responsibilities include managing a team, as well as executing long-term financial plans, developing and tracking financial KPIs, and reporting. The Director of Finance will also interface with other internal departments and external advisors to manage philanthropy, wealth transfers, administrative functions, tax planning and investment planning to ensure the effective operation and growth of the Family Office.
The Director of Finance will possess strong leadership and communication skills, a strong work ethic, coupled with high emotional intelligence, the utmost integrity, and a client-service focus. By attentively listening, exercising discretion, and maintaining confidences, the Director of Finance will instill confidence over time, allowing them to become a trusted advisor to the principal and his family.
Your contributions to the team include:
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